14 Sep Investing guided by evidence
This blog explains why successful investing is less about predicting the future and more about following a disciplined, evidence-based approach that steadily improves your odds of success over time....
26 Aug Keeping UK politics in perspective
Politics can feel important, but its impact on investment portfolios is often overstated. This blog explores why keeping a long-term perspective, rather than reacting to political events, is one of the most powerful habits an investor can develop....
10 Aug Bonds: the basics
Looking beyond the jargon, bonds offer predictable income and can help balance investment risk. This blog explains the basics in clear terms and explores how bonds fit into a long-term investment strategy....
14 Jul Your financial planner as your investment coach Part 7
A great financial planner adds value far beyond investment selection, helping investors stay disciplined, avoid costly mistakes, and making the most of valuable tax planning opportunities. Research suggests that these often-overlooked “boring” tasks can have a meaningful impact on long-term wealth....
06 Jul Investing at all-time market highs
Markets at all-time highs may feel unsettling, but history shows they are a normal part of long-term investing. Staying invested is often more rewarding than trying to time the market....
01 Jul Your financial planner as your investment coach Part 6
Why do successful investors rebalance their portfolios, even when it feels uncomfortable? This blog explains how a financial planner helps keep your investments aligned with your goals and risk level, providing the discipline needed to stay on track through changing market conditions...
18 Jun Your financial planner as your investment coach Part 5
A successful investment strategy is about more than building the right portfolio, it’s about having the discipline and confidence to stay the course when markets test your emotions. Discover how a financial planner can help you avoid costly behavioural mistakes and stay on track....
08 Jun Gilt yields and governments
Worried by headlines about soaring or collapsing gilt yields? This blog explains why short-term bond market moves are a normal part of investing and why political drama rarely changes the long-term outlook for disciplined investors....
22 May Your financial planner as your investment coach Part 4:
Much of what a financial planning firm does happens behind the scenes, from rigorous fund monitoring to disciplined investment decisions, all to ensure portfolios remain strong over time....
30 Apr Your financial planner as your investment coach Part 3:
Posted at 11:01h
in Education, Evidence-based investing, Financial planning, Investment, Uncategorised
Discover how a great financial planner acts like an investment coach, helping you cut through the noise and build a “portfolio for all seasons” by making smart, evidence-led choices about growth vs defensive assets and overall asset allocation....